turbotax icon
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 1... See more...
It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….    
Thank you.  Now I completely understand what to do.  One more question, do I need to amend 2024 before filing 2025 or can I do it after 4/15?   Sorry for posting the same question twice, I wasnt sure... See more...
Thank you.  Now I completely understand what to do.  One more question, do I need to amend 2024 before filing 2025 or can I do it after 4/15?   Sorry for posting the same question twice, I wasnt sure if it would be read in an older post.  
I missed a form in my tax filing. The filing has been accepted. Should I file an amendment or a superseding return now? How can I do that?
Besides never quitting Turbo Tax you can try disconnecting from the internet when you open the program.   Don’t know if that works.   
Yes, this is a good idea.  Here is the complete procedure on how to proceed with this.   1. File your 1040 normally (e‑file OK). Leave the 3520 checkbox unchecked if TurboTax won’t allow e‑file ot... See more...
Yes, this is a good idea.  Here is the complete procedure on how to proceed with this.   1. File your 1040 normally (e‑file OK). Leave the 3520 checkbox unchecked if TurboTax won’t allow e‑file otherwise.   2. Mail Form 3520 separately, as required. Include: Form 3520  A short, factual cover letter A copy of Form 8938 (optional but fine as it isn't really needed)   3. Keep the letter simple. Something like:   "To whom it may concern: I am submitting Form 3520 for tax year 2025 as required. Due to a software limitation in TurboTax, I was unable to check the box on Form 1040 indicating that Form 3520 is attached. Form 3520 is being filed separately by mail in accordance with IRS instructions. The foreign cash account related to the inheritance is also reported on Form 8938". Thank you.   4. Will this cause IRS problems?  No,  as long as: Form 3520 is complete and mailed on time  Your 1040 and 8938 are consistent with the information in the 3520 Your letter is simple and factual The IRS is used to receiving 3520s separately and is also used to software limitations. Your approach is cautious and organized, which is exactly what they prefer.   @dami99999 
You will get the senior deduction automatically based primarily on your age. You must be 65 or over by the end of the year. Also, the deduction is phased out as your income goes from $75,000 to $150,... See more...
You will get the senior deduction automatically based primarily on your age. You must be 65 or over by the end of the year. Also, the deduction is phased out as your income goes from $75,000 to $150,000 for single filers and $150,000 to $250,000 if filing married-joint. Also, you can't be filing as married-separate.   You can look on your Form 1040, schedule 1-A to see if your senior deduction is showing on your tax return as follows:   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done        
@bestofluck1 Can you share you handled this in turbo tax ? Did you pay taxes on all W2 income or excluded employee contributions to WA PFL ? Was your return accepted by IRS if you exclude it ?
I have recieved my refund
I thought I could go back to TT Online and find out. But TT Online has removed the detailed questions and summaries. I no longer have access to those. This is super frustrating. I want to contribute t... See more...
I thought I could go back to TT Online and find out. But TT Online has removed the detailed questions and summaries. I no longer have access to those. This is super frustrating. I want to contribute to the IRA now but I can' remember if I contribute to traditional or Roth IRA.
I'm not sure what you are looking at.  Michigan Schedule 1 Additions and Subtractions.  Line 10 is "Income from U. S. government bonds and other U.S. obligations..." and is one of the subtractions fr... See more...
I'm not sure what you are looking at.  Michigan Schedule 1 Additions and Subtractions.  Line 10 is "Income from U. S. government bonds and other U.S. obligations..." and is one of the subtractions from Federal Adjusted Gross Income.  If you had taxable Social Security benefits included on your Federal tax return, you should see them on line 14 of Michigan Schedule 1, which is a subtraction from income.  The amount of pension income that is subtracted from your AGI is calculated on Form 4884 and entered as a subtraction to income on Schedule 1, line 27.
We caught this error in 2025 while preparing the 2024 taxes.  The withdrawal of excess contributions was made in March of 2025, so the tax was paid (via Vanguard) in 2025, Vanguard withdrew the $46 f... See more...
We caught this error in 2025 while preparing the 2024 taxes.  The withdrawal of excess contributions was made in March of 2025, so the tax was paid (via Vanguard) in 2025, Vanguard withdrew the $46 from the account.....I wish they had not done that.  I was specifically told last year by Turbo Tax that the taxes withheld in 2025 goes on 2025's return, because they were paid in 2025.  I am still confused what to enter on 2025's return.  Should I enter all the 2025 1099 R information into 2024 including the tax, then I enter NO part of the 2025 1099R in 2025???  Can I amend 2024's after I submit 2025's return?  Or do I need to do it before?
I realize the page just refreshed my information and my taxes cannot appeared reflected
TurboTax online charges a separate fee for ‌federal and state tax return preparation. They are treated as separate products.   For TurboTax desktop, there is an e-file fee for each state tax retu... See more...
TurboTax online charges a separate fee for ‌federal and state tax return preparation. They are treated as separate products.   For TurboTax desktop, there is an e-file fee for each state tax return e-filed. You can avoid this charge by printing and mailing your  state tax return.   You can also review your fees using the instructions below. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees. If you think there is an error, you can contact TurboTax Customer Support using this link: Turbo Tax Customer Support Click here for How do I downgrade to a different TurboTax Online product? Please return to Community if you have any additional information or questions and we would be happy to help.
Yes in the foreign tax credit screen in deluxe online. Passive dividend income from from foreign stocks held by a us custodian, 4 countries., reported on 1099 div.Taxes paid > 600. The ui/ screens al... See more...
Yes in the foreign tax credit screen in deluxe online. Passive dividend income from from foreign stocks held by a us custodian, 4 countries., reported on 1099 div.Taxes paid > 600. The ui/ screens allow you to list multiple countries but then can’t accommodate. App text instructions and help are contradictory.
Intuit is free to define "effective tax rate" in TurboTax any way that they want, no matter how meaningless the result might be, since there is no legal definition of this phrase in the tax code.  In... See more...
Intuit is free to define "effective tax rate" in TurboTax any way that they want, no matter how meaningless the result might be, since there is no legal definition of this phrase in the tax code.  Intuit has chosen to define it as Form 1040 line 22 divided by line 11.
Yes, that is the correct Form to delete if you do not have startup expenses.   In TurboTax, a red exclamation mark signifies an error or incomplete information on that specific form. @AGP11   
For dependent status, "Full time student", is only pertinent for children over 18. 
How much other income does she have.  Taxable scholarship, up to $15,750.  does not actually get tax unless the student has other income.*   Q. Would you consider this (employer provided health c... See more...
How much other income does she have.  Taxable scholarship, up to $15,750.  does not actually get tax unless the student has other income.*   Q. Would you consider this (employer provided health care) taxable income? A. No. But, I also wouldn't consider it Qualified Tuition and Related Expenses (QTRE).   I think the thing you should "hang your hat on" is "In past years, she was advised (by the University CPA service) to just use the amount she actually received from the University as Income, and not the number presented on the 1098-T."    *Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025) and the dependent standard deduction calculation (earned income + $450).  It is not earned income for the kiddie tax and other purposes (e.g. EIC).  For grad students and post grad fellows, scholarship, stipend and fellowship income is earned income ("compensation") for IRA contributions.   Taxable scholarship goes on line 8r of Schedule 1, from which TT treats it as hybrid income.
Is there a credit for medical deducts on Oregon state tax? (Even tho not itemized deduction taken on federal)